Research Report · 2026-06-30
Fastest Growing Registered Investment Advisers by AUM
SEC-registered investment advisers ranked by percentage growth in reported regulatory AUM between their latest and prior ADV Part 1 filings.
Firms
1,000
Total AUM
$4.61T
Median AUM
$690.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM Growth↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | ARROW CAPITAL PTY LTD | 317731 | 79.5% | $883.8M | 6 | 2025-09-30 | → |
| 502 | NORTHERN LAKES CAPITAL, L.P. | 315975 | 79.4% | $575.4M | 11 | 2026-03-31 | → |
| 503 | FANCLUB SPORTS MANAGEMENT LLC | 324765 | 79.3% | $27.8M | 1 | 2026-03-31 | → |
| 504 | ANALYST PORTFOLIO MANAGEMENT LTD. | 114642 | 79.1% | $2.69B | 56 | 2026-03-31 | → |
| 505 | MIDAS MANAGEMENT CORPORATION | 108237 | 78.9% | $93.2M | 10 | 2026-02-28 | → |
| 506 | E6 PORTFOLIOS | 326617 | 78.6% | $239.4M | 9 | 2026-03-31 | → |
| 507 | ARDMORE ROAD ASSET MANAGEMENT LP | 311471 | 78.6% | $2.83B | 17 | 2026-03-31 | → |
| 508 | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. | 113086 | 78.5% | $93.1M | 4 | 2026-06-30 | → |
| 509 | STEPSTONE GROUP PRIVATE DEBT LLC | 323711 | 78.4% | $5.79B | 0 | 2026-06-30 | → |
| 510 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | 78.4% | $58.87B | 184 | 2026-05-31 | → |
| 511 | AC FUNDS, LLC | 311748 | 78.2% | $1.03B | 2 | 2026-03-31 | → |
| 512 | THIRD LAKE PARTNERS, LLC | 299961 | 78.1% | $5.97B | 16 | 2026-03-31 | → |
| 513 | THE LINONIA PARTNERSHIP LP | 326550 | 77.9% | $5.84B | 8 | 2026-03-31 | → |
| 514 | CASTELLAN GROUP, LLC | 299363 | 77.8% | $882.2M | 8 | 2026-03-31 | → |
| 515 | 59 NORTH CAPITAL MANAGEMENT, LP | 300258 | 77.7% | $7.50B | 9 | 2026-03-31 | → |
| 516 | SPEARHEAD ADMINISTRATIVE SERVICES, LLC | 319289 | 77.5% | $3.83B | 9 | 2026-05-31 | → |
| 517 | RIVER1 ASSET MANAGEMENT LLC | 329230 | 77.5% | $107.8M | 5 | 2026-02-28 | → |
| 518 | BULLET VENTURES MANAGEMENT LTD | 331216 | 77.2% | $24.0M | 2 | 2026-02-28 | → |
| 519 | GROWTHCURVE CAPITAL, LP | 313204 | 77.1% | $3.24B | 31 | 2026-03-31 | → |
| 520 | CRESCENT COVE ADVISORS, LP | 288111 | 77% | $1.11B | 11 | 2026-03-31 | → |
| 521 | PTM WEALTH MANAGEMENT, LLC | 308944 | 76.9% | $310.2M | 7 | 2026-03-31 | → |
| 522 | ARCHITECT CAPITAL CORP. | 315010 | 76.9% | $1.23B | 15 | 2026-05-31 | → |
| 523 | PIKE STREET CAPITAL, LP | 300264 | 76.9% | $727.4M | 12 | 2026-03-31 | → |
| 524 | COGENT PRIVATE WEALTH, INC. | 319092 | 76.9% | $250.3M | 8 | 2026-03-31 | → |
| 525 | EMERGENT FINANCIAL SERVICES, LLC. | 288434 | 76.8% | $195.2M | 5 | 2026-03-31 | → |
| 526 | NEUBERGER BERMAN LOAN ADVISERS IV LLC | 324282 | 76.6% | $6.07B | 3 | 2026-03-31 | → |
| 527 | FINANCIAL FOCUS LLC | 282177 | 76.6% | $800.0M | 8 | 2026-01-31 | → |
| 528 | STRATHMORE CAPITAL ADVISORS, INC. | 135008 | 76.6% | $805.0M | 17 | 2026-03-31 | → |
| 529 | PCIM REALTY ADVISORS, LLC | 313281 | 76.6% | $1.22B | 19 | 2026-03-31 | → |
| 530 | 2E CAPITAL PARTNERS LP | 334821 | 76.5% | $180.0M | 5 | 2026-03-31 | → |
| 531 | ROOT CAPITAL - GEST?O DE RECURSOS LTDA. | 323503 | 76.4% | $1.27B | 20 | 2026-03-31 | → |
| 532 | IMPACT PARTNERSHIP WEALTH, LLC | 313928 | 76.2% | $2.96B | 100 | 2026-03-31 | → |
| 533 | SYGNUS CAPITAL PR LLC | 283447 | 75.5% | $236.2M | 31 | 2026-03-31 | → |
| 534 | POMONA WEALTH MANAGEMENT, LLC | 329171 | 75.5% | $289.8M | 2 | 2026-03-31 | → |
| 535 | STRATEGIC ASSET MANAGEMENT LLC. | 306384 | 75.4% | $218.3M | 11 | 2026-01-31 | → |
| 536 | AMPLIFY INVESTMENTS LLC | 173781 | 75.4% | $17.70B | 42 | 2026-03-31 | → |
| 537 | POLYMER CAPITAL MANAGEMENT (US), LLC | 316277 | 75.1% | $1.41B | 23 | 2026-03-31 | → |
| 538 | GOLDEN RESERVE RETIREMENT, LLC | 283588 | 75% | $544.3M | 45 | 2026-03-31 | → |
| 539 | NOMURA ASSET MANAGEMENT U.S.A. INC | 108222 | 75% | $1.01B | 26 | 2026-06-30 | → |
| 540 | QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. | 315603 | 74.9% | $517.9M | 2 | 2026-03-31 | → |
| 541 | H. C. DENISON CO. | 1628 | 74.8% | $310.0M | 4 | 2026-03-31 | → |
| 542 | MESIROW RE-IA, INC. | 328098 | 74.7% | $2.64B | 21 | 2026-06-30 | → |
| 543 | SAPERE WEALTH MANAGEMENT, LLC | 119598 | 74.7% | $604.8M | 7 | 2026-03-31 | → |
| 544 | DONATO WEALTH MANAGEMENT, PLLC | 305031 | 74.5% | $349.3M | 5 | 2026-03-31 | → |
| 545 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137883 | 74.2% | $7.77B | 46 | 2026-03-31 | → |
| 546 | MERIDIEM CAPITAL PARTNERS LP | 318498 | 74.2% | $2.15B | 16 | 2026-03-31 | → |
| 547 | G SQUARED EQUITY MANAGEMENT LP | 289285 | 74.1% | $6.60B | 42 | 2026-03-31 | → |
| 548 | VALUE INVESTMENT PROFESSIONALS, LLC | 164704 | 73.8% | $246.7M | 4 | 2026-03-31 | → |
| 549 | MAIN MANAGEMENT FUND ADVISORS, LLC | 281689 | 73.7% | $1.01B | 27 | 2026-03-31 | → |
| 550 | SACHEM HEAD CAPITAL MANAGEMENT LP | 167173 | 73.6% | $7.16B | 17 | 2026-03-31 | → |
| 551 | MICA CREEK CAPITAL LLC | 325642 | 73.5% | $300.5M | 4 | 2026-06-30 | → |
| 552 | ABICH FINANCIAL WEALTH MANAGEMENT, LLC | 310633 | 73.4% | $394.7M | 28 | 2026-03-31 | → |
| 553 | JEFFERIES CREDIT PARTNERS EUROPE LIMITED | 336469 | 73.3% | $345.9M | 12 | 2026-03-31 | → |
| 554 | BANYAN ALPHA INVESTMENT L.P. | 311857 | 73.3% | $751.9M | 5 | 2026-03-31 | → |
| 555 | WATERWHEEL CAPITAL MANAGEMENT, L.P. | 289407 | 73.3% | $238.5M | 2 | 2026-03-31 | → |
| 556 | SPRINGCOAST CAPITAL PARTNERS, L.P. | 327164 | 72.9% | $1.49B | 18 | 2026-03-31 | → |
| 557 | TOMALES BAY CAPITAL, L.P. | 298932 | 72.8% | $5.11B | 3 | 2026-03-31 | → |
| 558 | BROOKLANDS FUND MANAGEMENT LIMITED | 286221 | 72.7% | $1.46B | 13 | 2026-03-31 | → |
| 559 | PARVIN FUND MANAGEMENT, LLC | 311304 | 72.5% | $10.1M | 2 | 2026-03-31 | → |
| 560 | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC | 165763 | 72.5% | $232.0M | 3 | 2026-03-31 | → |
| 561 | DIOSCURI CAPITAL MANAGEMENT LLC | 170788 | 72.4% | $5.0M | 2 | 2026-03-31 | → |
| 562 | KLAFF REALTY, LP | 265787 | 72.3% | $275.0M | 10 | 2026-03-31 | → |
| 563 | FORMENTERA PARTNERS LP | 311055 | 72.1% | $3.29B | 11 | 2026-03-31 | → |
| 564 | CLASS VI VENTURES, LLC | 328904 | 72% | $14.9M | 3 | 2026-03-31 | → |
| 565 | USCF ADVISERS LLC | 171962 | 71.9% | $714.9M | 14 | 2026-03-31 | → |
| 566 | CHECKPOINT CAPITAL L.P. | 325763 | 71.8% | $333.8M | 2 | 2026-03-31 | → |
| 567 | STEWARD ADVISORS GROUP, LLC | 321846 | 71.7% | $105.4M | 11 | 2026-03-31 | → |
| 568 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | 71.6% | $8.25B | 11 | 2026-03-31 | → |
| 569 | MARBLE BAR ASSET MANAGEMENT LLP | 160882 | 71.6% | $3.57B | 70 | 2026-04-30 | → |
| 570 | PACT CAPITAL LLC | 333871 | 71.5% | $891.7M | 14 | 2026-03-31 | → |
| 571 | BEANSTOX INC. | 291957 | 71.3% | $14.9M | 7 | 2026-03-31 | → |
| 572 | DYNASTY EQUITY PARTNERS MANAGEMENT, LLC | 327607 | 71.1% | $669.8M | 14 | 2026-03-31 | → |
| 573 | NOVACAP MANAGEMENT US INC. | 327243 | 71% | $11.61B | 13 | 2026-03-31 | → |
| 574 | BOYNE CAPITAL MANAGEMENT, LLC | 285919 | 71% | $1.16B | 33 | 2026-03-31 | → |
| 575 | IMPACTASSETS CAPITAL PARTNERS PB LLC | 317840 | 70.9% | $4.95B | 15 | 2026-06-30 | → |
| 576 | REGAN CAPITAL, LLC | 158294 | 70.9% | $3.59B | 22 | 2026-03-31 | → |
| 577 | GLOBAL STRATEGIC RISK MANAGEMENT, LLC | 327157 | 70.9% | $2.91B | 12 | 2026-03-31 | → |
| 578 | BUENA CAPITAL ADVISORS LLC | 328122 | 70.8% | $12.6M | 4 | 2026-03-31 | → |
| 579 | MAS ADVISORS LLC | 165906 | 70.7% | $2.56B | 13 | 2026-03-31 | → |
| 580 | DYNAMIC BETA INVESTMENTS LLC | 164972 | 70.7% | $5.67B | 7 | 2026-03-31 | → |
| 581 | ENGINEERS GATE MANAGER LP | 172249 | 70.7% | $23.17B | 296 | 2026-03-31 | → |
| 582 | MADISON AVENUE PARTNERS, LP | 298610 | 70.7% | $3.93B | 7 | 2026-03-31 | → |
| 583 | ADVISORENGINE PORTFOLIO SOLUTIONS INC. | 336317 | 70.5% | $176.4M | 1 | 2026-06-30 | → |
| 584 | ROSCI LAMB, LLC | 337278 | 70.5% | $65.0M | 1 | 2026-01-31 | → |
| 585 | SUMMIT WEALTH GROUP LLC | 335242 | 70.3% | $2.31B | 80 | 2026-03-31 | → |
| 586 | BALLAST ROCK PRIVATE WEALTH LLC | 322064 | 70.3% | $405.7M | 9 | 2026-03-31 | → |
| 587 | LFG WEALTH PARTNERS, LLC | 331339 | 70.2% | $190.7M | 26 | 2026-02-28 | → |
| 588 | BANSK GROUP LLC | 312320 | 70.2% | $5.48B | 25 | 2026-03-31 | → |
| 589 | FOCUS 401 (K) GROUP, LLC | 172217 | 70.2% | $169.9M | 2 | 2026-01-31 | → |
| 590 | GREENBRIDGE PARTNERS LLC | 304445 | 70% | $433.1M | 1 | 2026-03-31 | → |
| 591 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | 70% | $141.06B | 14 | 2026-01-31 | → |
| 592 | AMBERLAKE PARTNERS SAM | 322274 | 69.8% | $97.1M | 7 | 2026-03-31 | → |
| 593 | WESTERLY CAPITAL MANAGEMENT LLC | 140089 | 69.7% | $488.9M | 3 | 2026-03-31 | → |
| 594 | NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC | 133790 | 69.7% | $5.09B | 21 | 2026-03-31 | → |
| 595 | HIGHVISTA STRATEGIES LLC | 155759 | 69.6% | $9.10B | 80 | 2026-03-31 | → |
| 596 | NOMURA CAPITAL MANAGEMENT LLC | 324417 | 69.6% | $651.3M | 167 | 2026-06-30 | → |
| 597 | GRAFINE CAPITAL HOLDINGS LLC | 309490 | 69.3% | $775.0M | 14 | 2026-03-31 | → |
| 598 | GF INTERNATIONAL INVESTMENT MANAGEMENT LIMITED | 170990 | 69.3% | $2.39B | 35 | 2026-03-31 | → |
| 599 | TSP INVESTMENT ADVISERS, L.L.C. | 333815 | 69.3% | $304.7M | 10 | 2026-03-31 | → |
| 600 | EMBLEM GROUP, L.P. | 329533 | 69% | $419.4M | 16 | 2026-03-31 | → |
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